Special Needs Planning Program

  A Team Committed To Your Special Needs Family
 

Robert Wright ( Founder of Autism Speaks /Former Vice chairman of GE and chairman and CEO of NBC Universal) and his wife Suzanne Wright with our team at the Atlanta Autism Walk http://www.msnbc.msn.com/id/21134540/vp/7030186#7030186

(in order to access link hold down the crtl key while clicking the link)
 

Our team has committed themselves to helping families with special needs address a challenging aspect of their lives -- their financial requirements.  As MetLife's^® Special Needs Planning  specialists with MetLife's Division of Estate Planning for Special Kids, we can assist you in planning for the long-term welfare of children or dependents with special needs . Less then 10% of families with special needs children have done the necessary planning to ensure adequate care for their child's  future.

                           To our knowledge MetLife was the first financial services company to provide a dedicated division of estate planning for special needs families. MetLife's Special Needs Planning is a four-time consecutive winner of the "National Business & Disability Council's Gold Award of Honor," signifying our consistent leadership in responding to the unique requirements of families with children and other dependents with disabilities.

As a team we feel fortunate to work for a company that pays particular attention to the concerns of special needs families.  Over the years we have developed the knowledge and experience to educate your family on the impact current regulations may have on the quality of life of  your special needs family members. 

Can you answer 5 questions? 
 

1. Have you left more than $2,000 to your child with special needs?  If so are you aware that you may have jeopardized your child's governmental benefits?
    
2. In the event of you and your spouse's untimely death, can you say with certainty who will provide care for your children and what assets will be available to provide quality of life for them?  Have you formally and legally named the next guardian/caregiver for your children? 
    
3. Do  you have a special needs trust set up to provide for your child while preserving their governmental benefits? 
    
4. If you already have a special needs trust, do you understand the taxation of the assets you will leave in the trust? 
      
5. Do you fully understand what benefits are available to your child both before & after age 18? 
   
   
   
   If you would like to have a complimentary initial consultation, please call us at (678) 297-4000 or email us at jmcmahon@atlanta.nef.com or phoppe@atlanta.nef.com